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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,375 | $73,518-5.6% | $63,003+10.1% | $147,585-53.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 12.78% | 175.46%-162.7pp | 87.59%-74.8pp | 578.57%-565.8pp |
| Employer contribution / active EE | $7,875 | $3,322+137.0% | $2,760+185.3% | $4,876+61.5% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,253 | $5,952-11.7% | $3,600+45.9% | $10,885-51.7% |